Meet the Team 

Blue Rose Capital Advisors is managed by independent advisory professionals with more than 170 years of combined experience in public finance, with a particular focus on higher education institutions. We commit a minimum of two members of our team to every client, to provide consistent and accessible service. 

Leadership Team 

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B.J. "Johan" Rosenberg 
Chairman and General Partner Tril Fund LLP

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Erik Kelly
President 

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Ann Bolin 
Director of Accounting & Administration 

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James McNulty
Managing Director

Team Members 

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John Elliott
Assistant Vice President &

Chief Compliance Officer

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Brandon Lippold 
Assistant Vice President

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Diane Miller 
Business Assistant

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Megan Roth 
Marketing Manager

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Scott Talcott
Senior Vice President 

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Georgina Walleshauser
Assistant Vice President

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Maxwell Wilkinson
Assistant Vice President